Now Available — Early Access

Institutional Portfolio Intelligence.
Finally for You.

Nexum Prism brings the same AI-powered portfolio optimization technology used by private banks and family offices to self-directed investors — with full explainability at every step.

Powered by institutional-grade technology

Three AI Systems.
One Coherent Portfolio View.

Nexum Prism integrates three distinct AI paradigms — each powerful alone, decisive together — into a single, understandable workflow.

📐

ML Portfolio Optimizer

Modern Portfolio Theory and Black-Litterman optimization with SHAP-powered explanations that show you exactly why each allocation recommendation was made — not just what to hold, but why.

✍️

Generative AI Engine

Natural-language investment policy statements, personalized portfolio narratives, and plain-English explanations of complex quant decisions — tailored to your goals, risk tolerance, and time horizon.

🤖

Agentic Research System

A multi-agent AI system — Portfolio Manager, Research, and Client Service agents working in concert — continuously monitors markets, surfaces relevant intelligence, and answers your questions in real time.

🔍

Full Explainability Chain

Every recommendation traces back to the data and logic that produced it. No black boxes. SHAP values surface feature contributions. GenAI translates quant outputs into decisions you can trust and act on.

⚖️

Risk-Aware Allocation

Dynamic constraint management, drawdown analysis, and scenario modeling built on the same quantitative frameworks private wealth managers use — calibrated to individual investor risk profiles, not arbitrary defaults.

🔒

Privacy-First Architecture

Your portfolio data stays yours. Nexum Prism is built with data minimization and privacy-by-design principles. Your financial information is never sold, never shared, never used to train third-party models.

From Input to Insight in Minutes.

1

Connect Your Portfolio

Link your brokerage accounts or enter holdings manually. Nexum Prism ingests your current positions, cash, and stated investment objectives.

2

Optimize With AI

The ML optimizer runs Modern Portfolio Theory and Black-Litterman models across your holdings, generating an efficient allocation frontier calibrated to your risk parameters.

3

Explain the Decision

SHAP values surface each factor driving the recommendation. The GenAI engine translates quant outputs into a personalized, plain-English investment narrative you can read and act on.

4

Research and Monitor

The agentic system continuously monitors your portfolio, surfaces relevant market intelligence, and answers your questions — so you always know where you stand.

Institutional Intelligence at Individual Prices.

Start free. Upgrade when you're ready for the full system.

Essentials
Free

Core portfolio analysis to get started with AI-powered intelligence.

  • Portfolio optimization (up to 15 holdings)
  • SHAP explainability on top recommendations
  • One portfolio narrative per month
  • Market research summary (weekly)
  • Basic risk analysis
Get Started Free
Prism Elite
$99 /month

For investors managing complex, multi-account situations.

  • Everything in Prism Pro
  • Multi-account consolidation view
  • Tax-aware rebalancing suggestions
  • Custom investment policy statement drafting
  • Dedicated research agent with custom mandates
  • Export to advisor-ready PDF reports
Start Free Trial

What Nexum Prism Provides.

Nexum Prism delivers AI-powered financial technology and software services to self-directed investors.

Financial Technology Services

AI-Powered Portfolio Analysis and Optimization

Software-as-a-service platform providing machine-learning-based portfolio optimization, quantitative risk analysis, and AI-generated investment insights for individual investors. Services rendered via web-based subscription platform.

Software Services

Agentic AI Research and Intelligence Platform

Cloud-hosted AI platform providing multi-agent investment research, real-time market monitoring, and natural-language portfolio intelligence. Subscription-based software service delivered entirely via browser interface.

Technology Services

Explainable AI for Investment Decision Support

Technology services integrating SHAP-based model explainability, generative AI narrative generation, and retrieval-augmented research to deliver transparent, auditable investment analysis to retail investors.

Start Building a Smarter Portfolio Today.

Join the early access program. Get full Prism Pro access free for 30 days, no credit card required.